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Avantax Planning Partners, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Avantax Planning Partners, Inc.
报告期 2026-03-31 · CIK 0001005441
持仓数
435
前50大市值合计
$2.95B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 14
增持 35
减持 94
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
SPTL
SPDR SER TR
+$98.5M
3,619,664
建仓
AVEM
AMERICAN CENTY ETF TR
+$22.8M
372,525
减持
IEMG
ISHARES INC
-$21.7M
268,680
-62%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
ACEL
ACCEL ENTERTAINMENT INC
-$19.4M
0
-100%
增持
MDYV
SPDR SER TR
+$16.8M
269,012
+617%
减持
IWP
ISHARES TR
-$16.7M
129,990
-52%
增持
MDYG
SPDR SER TR
+$16.7M
268,566
+297%
减持
IWS
ISHARES TR
-$15.3M
93,274
-56%
减持
SCHV
SCHWAB STRATEGIC TR
-$13.5M
4,020,474
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$12.2M
3,573,622
-1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$10.5M
3,398,417
-5%
减持
SCHG
SCHWAB STRATEGIC TR
+$8.5M
4,492,287
-6%
增持
SCHF
SCHWAB STRATEGIC TR
+$7.6M
3,050,881
+9%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.5M
423,270
+48%
减持
AAPL
APPLE INC
+$5.9M
188,837
-4%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$5.4M
390,335
-36%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$5.3M
113,355
减持
SLYV
SPDR SER TR
-$4.5M
173,490
-20%
增持
AVUV
AMERICAN CENTY ETF TR
+$4.3M
965,855
+10%
减持
IWN
ISHARES TR
-$4.2M
63,350
-27%
建仓
JPEM
J P MORGAN EXCHANGE TRADED F
+$4.1M
76,669
增持
VIGI
VANGUARD WHITEHALL FDS
+$4.0M
236,753
+26%
减持
HYMB
SPDR SER TR
-$3.4M
2,709,612
-4%
减持
IDV
ISHARES TR
-$3.2M
102,605
-52%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.1M
6,880
-42%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$3.1M
302,240
+29%
增持
SLYG
SPDR SER TR
+$2.8M
392,777
+11%
减持
FMB
FIRST TR EXCHANGE-TRADED FD
-$2.7M
914,244
-5%
减持
USRT
ISHARES TR
-$2.5M
18,786
-71%
减持
VXUS
VANGUARD STAR FDS
-$2.5M
503,629
-8%
减持
FLRN
SPDR SER TR
-$2.4M
51,837
-60%
减持
SPYV
SPDR SER TR
-$2.1M
583,706
-4%
减持
CWI
SPDR INDEX SHS FDS
-$2.0M
1,920,312
-3%
减持
AVGO
BROADCOM INC
+$2.0M
10,363
-6%
减持
BIV
VANGUARD BD INDEX FDS
-$1.9M
136,324
-15%
增持
TXN
TEXAS INSTRS INC
+$1.9M
58,720
+7%
减持
JPM
JPMORGAN CHASE & CO.
-$1.8M
69,715
-12%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.5M
448,972
-11%
减持
IWO
ISHARES TR
-$1.5M
21,972
-18%
减持
COWZ
PACER FDS TR
-$1.4M
52,369
-29%
减持
IBDT
ISHARES TR
-$1.4M
86,427
-40%
增持
KMB
KIMBERLY-CLARK CORP
+$1.4M
23,422
+66%
减持
IBDR
ISHARES TR
-$1.4M
116,643
-33%
减持
IBTM
ISHARES TR
-$1.4M
96,374
-39%
减持
IBTO
ISHARES TR
-$1.3M
88,372
-38%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.3M
55,148
-3%
减持
DUK
DUKE ENERGY CORP NEW
-$1.3M
16,471
-45%
减持
SCHE
SCHWAB STRATEGIC TR
-$1.2M
28,176
-64%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.2M
217,668
-3%
减持
HYD
VANECK ETF TRUST
-$1.2M
472,602
-4%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
50,966
-6%
减持
CHRW
C H ROBINSON WORLDWIDE INC
+$1.1M
103,010
-1%
增持
MUB
ISHARES TR
+$1.1M
326,719
+4%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
85,318
+714%
减持
VOE
VANGUARD INDEX FDS
-$1.1M
75,039
-5%
建仓
FISV
FISERV INC
+$1.1M
7,053
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$1.0M
546,573
-3%
减持
MSFT
MICROSOFT CORP
-$1.0M
52,334
-10%
减持
PRU
PRUDENTIAL FINL INC
-$990.4K
19,029
-31%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$962.4K
5,400
-62%
减持
MCD
MCDONALDS CORP
-$903.6K
20,660
-6%
减持
MRK
MERCK & CO INC
-$886.3K
97,666
-1%
减持
IVW
ISHARES TR
+$881.2K
152,993
-3%
增持
IDOG
ALPS ETF TR
+$867.8K
1,225,711
+3%
减持
VTEB
VANGUARD MUN BD FDS
-$860.4K
195,524
-7%
减持
CALF
PACER FDS TR
-$859.4K
40,131
-24%
减持
IWM
ISHARES TR
-$841.2K
7,715
-33%
减持
MUNI
PIMCO ETF TR
-$835.0K
377,918
-3%
清仓
PFF
ISHARES TR
-$794.1K
0
-100%
清仓
SYSB
ISHARES TR
-$790.7K
0
-100%
减持
IWF
ISHARES TR
+$785.2K
88,565
-5%
增持
KO
COCA COLA CO
+$780.0K
204,571
+2%
减持
USB
US BANCORP DEL
-$776.1K
133,979
-2%
减持
VLO
VALERO ENERGY CORP
-$772.9K
47,742
-1%
减持
VBK
VANGUARD INDEX FDS
-$753.8K
34,520
-4%
减持
SCHH
SCHWAB STRATEGIC TR
-$753.5K
11,970
-76%
减持
GOOGL
ALPHABET INC
+$753.3K
29,211
-3%
减持
LLY
ELI LILLY & CO
-$744.0K
4,774
-27%
减持
VBR
VANGUARD INDEX FDS
-$720.9K
20,645
-12%
减持
QCOM
QUALCOMM INC
+$704.9K
25,387
-1%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$701.5K
59,777
-13%
增持
QQQ
INVESCO QQQ TR
+$699.3K
10,815
+7%
减持
IBTG
ISHARES TR
-$691.9K
47,830
-39%
减持
MMIT
INDEXIQ ACTIVE ETF TR
-$688.4K
1,056,740
-2%
增持
FAST
FASTENAL CO
-$684.5K
141,833
+14%
增持
AMGN
AMGEN INC
+$681.0K
23,898
+0%
增持
ABBV
ABBVIE INC
-$670.8K
68,292
+0%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$663.6K
14,597
增持
HD
HOME DEPOT INC
-$649.0K
33,029
+5%
减持
AGG
ISHARES TR
-$647.8K
127,466
-4%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$603.3K
34,752
减持
SUB
ISHARES TR
-$589.3K
85,480
-6%
清仓
—
PIONEER NAT RES CO
-$571.0K
0
-100%
减持
VOT
VANGUARD INDEX FDS
-$561.2K
32,670
-4%
减持
COST
COSTCO WHSL CORP NEW
+$548.6K
11,811
-9%
增持
PG
PROCTER AND GAMBLE CO
+$542.9K
62,272
+4%
减持
INTC
INTEL CORP
-$542.4K
31,563
-8%
增持
PFE
PFIZER INC
+$535.4K
342,720
+5%
增持
DE
DEERE & CO
+$501.9K
21,045
+17%
减持
V
VISA INC
-$501.6K
12,260
-8%
清仓
TNL
TRAVEL PLUS LEISURE CO
-$499.9K
0
-100%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$464.5K
307,844
-9%
增持
VHT
VANGUARD WORLD FD
+$461.1K
6,858
+36%
增持
—
ISHARES TR
+$455.8K
291,350
+7%
建仓
GPN
GLOBAL PMTS INC
+$452.7K
4,682
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$429.7K
18,351
-2%
减持
ABT
ABBOTT LABS
-$421.3K
26,304
-5%
增持
MO
ALTRIA GROUP INC
+$417.7K
141,575
+2%
增持
GOOG
ALPHABET INC
+$405.8K
11,795
+2%
减持
AMZN
AMAZON COM INC
-$403.6K
31,853
-12%
增持
WMT
WALMART INC
+$400.4K
38,540
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$398.2K
5,774
-14%
减持
DHS
WISDOMTREE TR
-$394.8K
26,122
-13%
减持
CAT
CATERPILLAR INC
-$389.6K
6,881
-6%
减持
TGT
TARGET CORP
-$375.7K
11,869
-1%
建仓
CBZ
CBIZ INC
+$370.5K
5,000
减持
NEM
NEWMONT CORP
-$370.3K
6,747
-63%
增持
CVX
CHEVRON CORP NEW
+$362.6K
70,890
+4%
减持
TSLA
TESLA INC
+$361.0K
18,961
-2%
减持
—
ACCENTURE PLC IRELAND
-$343.5K
4,326
-9%
减持
UNP
UNION PAC CORP
-$338.5K
6,168
-13%
增持
PSX
PHILLIPS 66
-$333.0K
19,607
+3%
减持
—
EXXON MOBIL CORP
-$332.2K
92,074
-2%
减持
DIS
DISNEY WALT CO
-$330.4K
11,898
-4%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$309.3K
2,608
-15%
减持
IBMQ
ISHARES TR
-$308.0K
14,857
-45%
减持
AMD
ADVANCED MICRO DEVICES INC
-$305.6K
11,237
-5%
建仓
XLE
SELECT SECTOR SPDR TR
+$303.1K
3,326
增持
ITW
ILLINOIS TOOL WKS INC
-$301.4K
14,742
+4%
减持
ED
CONSOLIDATED EDISON INC
-$297.5K
10,499
-23%
增持
T
AT&T INC
+$295.5K
65,525
+21%
建仓
SOLV
SOLVENTUM CORP
+$293.9K
5,558
清仓
IQV
IQVIA HLDGS INC
-$292.8K
0
-100%
减持
VYMI
VANGUARD WHITEHALL FDS
-$292.5K
23,963
-15%
减持
SCHB
SCHWAB STRATEGIC TR
-$286.6K
22,116
-19%
建仓
SPSM
SPDR SER TR
+$285.0K
6,863
增持
PEP
PEPSICO INC
-$284.8K
63,518
+3%
减持
VYM
VANGUARD WHITEHALL FDS
-$283.0K
67,696
-1%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$279.2K
5,560
-37%
建仓
AD
UNITED STATES CELLULAR CORP
+$279.1K
5,000
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$271.7K
34,586
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$271.0K
14,599
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$268.0K
42,914
+7%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$266.1K
25,664
-26%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$262.9K
0
-100%
减持
GD
GENERAL DYNAMICS CORP
-$260.3K
5,557
-16%
减持
CRM
SALESFORCE INC
-$260.2K
5,305
-2%
减持
WM
WASTE MGMT INC DEL
-$258.6K
4,417
-22%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$257.0K
5,026
-39%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$252.2K
6,190
